How to Import Sales Receipts into QuickBooks Online using Dancing Numbers Online?

The sales receipts are issued when the customer used to pay off the amount of product or service without any […]

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The sales receipts are issued when the customer used to pay off the amount of product or service without any invoice. So, the sales receipt record the revenue from both cash and sale received. It becomes important to import sales receipts into QuickBooks Online using Dancing Numbers Online. As it provides an automatic process that helps you to transfer your data accurately without any issues and saves your time as well. Below, you get to know the steps to import all your sales receipt data in bulk using the automatic method.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

Pre-requisites that is Required Before Processing the Import Process

Connect QuickBooks Online to Dancing Numbers Online via QuickBooks AppStore. Just click on “Get App Now” to start using the Dancing Numbers Online application program. You can also start the 7 Days Free Trial if you are not subscribed for Dancing Numbers Online yet.

Steps to Import the Estimates into QuickBooks Online using Dancing Numbers Online

The steps to import the sales receipt data into QuickBooks Online using Dancing Numbers Online software is mentioned here:

  • Upload: Firstly, click on the Browse button then locate the sales receipt file to upload. The file must be in .txt, .csv, .xls, or .xlsx format. Click on the upload button and it uploads the file into Dancing Numbers Online software.
  • Mapping: After uploading the file, you have to map the fields and filter the data to import what is required and what is not. After that, proceed to the next step of reviewing the data.
  • Import: When you are done with mapping the fields, then you have to check the data before starting the importing process. When everything is ok then click on the Import button then the automatic import process started and got notified when done.

Import Sales Receipt Fields in Dancing Numbers Online

Field NameFormatDescription
Sales Receipt No21 CharactersMention the sales receipt number for this transaction done. This number is used internally by QuickBooks for processing internally. After that, QuickBooks auto-generates the new value and you can change it in the import settings.
CustomerCharactersProvide the customer’s name.
Sales Receipt DateDateProvide the transaction date for the sales receipt.
Shipping DateDateDate for the delivery of goods or services.
Tracking No30 CharactersShipping provider’s tracking number for the delivery of the goods associated with the transaction.
Deposit ToCharactersAsset account where the payment money is deposited.
Payment MethodCharactersMention the method of payment with whom you are receiving payments.
Reference No21 CharactersThe reference number for the payment received. (E.g. Check # for a check, envelope number for a cash payment, Credit Card Transaction Id for a credit card payment)
Billing Address Line 1500 CharactersIt is the first line of the billing address for the invoice.
Billing Address Line 2500 CharactersIt is the second line of the billing address for the invoice.
Billing Address Line 3500 CharactersIt is the third line of the billing address for the invoice.
Billing Address City255 CharactersMention the name of the city for your billing address.
Billing Address Postal Code31 CharactersMention the zip code for your billing address.
Billing Address Country255 CharactersMention the name of the country for your billing address.
Billing Address State255 CharactersProvide the name of the state for your billing address.
Shipping Address Line 1500 CharactersIt is the first line of the shipping address for the invoice.
Shipping Address Line 2500 CharactersIt is the second line of the shipping address for the invoice.
Shipping Address Line 3500 CharactersIt is the third line of the shipping address for the invoice.
Shipping Address City255 CharactersMention the city’s name for your shipping address.
Shipping Address Postal Code31 CharactersMention the zip code for your shipping address.
Shipping Address Country255 CharactersMention the name of the country for your shipping address.
Shipping Address State255 CharactersMention the name of the state for your shipping address.
Memo4000 CharactersOrganization-private note about the transaction. This note will not appear on the transaction records by default.
Message displayed on sales receipt1000 CharactersUser-entered message to the customer; this message is visible to end-user on their transactions.
Email100 CharactersEmail address. The address format must follow RFC 822 standard.
Print StatusBooleanMention the Print status of the sales receipt.
Email StatusBooleanMention the Email status of the sales receipt.
ShippingDecimalThe shipping amount for this transaction.
Sales Tax CodeCharactersThe tax code associated with the sales tax for this transaction.
Sales Tax AmountDecimalTotal tax amount for this transaction.
Discount AmountDecimalYou have to provide the discount amount. You may enter either a discount percent or a discount amount. If the percent is specified, it will override the amount.
Discount PercentDecimalPercentage by which the amount due is reduced, from 0% to 100%. To enter a discount of 8.5% use 8.5, not 0.085. You may enter either a discount percent or a discount amount. If the percent is specified, it will override the amount.
Discount AccountCharactersYou have to provide the discount amount. You may enter either a discount percent or a discount amount. If the percent is specified, it will override the amount.
Apply Tax after DiscountBooleanIf FALSE or NULL, calculate the sales tax first, and then applies the discount. If TRUE, subtract the discount first and then calculate the sales tax.
Service DateDateDate when the service is performed.
Product/ServiceCharactersMention the product / service name that you are taking.
Product/Service Description4000 CharactersWrite about the product / service you have taken.
Product/Service QuantityDecimalMention the quantity of the product / service in numbers.
Product/Service RateDecimalMention the rate of your product or service you are assigning a credit memo for.
Product/Service AmountDecimalIn this field, mention the total amount of your product / service for which you are creating a credit memo.
Product/Service TaxableBooleanIn this field, if it’s true then you have to mark the line amount for tax calculation.
Product/Service ClassCharactersMention the class name that is associated with this line.
DepositDecimalThe deposit made towards this invoice.
LocationCharactersIf the location is provided or you can enter the location here.
Custom Field Name (1)15 CharactersMention the custom field name here.
Custom Field Value (1)31 CharactersMention the custom field value here.
Custom Field Name (2)15 CharactersMention the custom field name here.
Custom Field Value (2)31 CharactersMention the custom field value here.
Custom Field Name (3)15 CharactersMention the custom field name here.
Custom Field Value (3)31 CharactersMention the custom field value here.
Currency CodeCharactersWrite the currency reference where the amounts are expressed on the associated transactions.
Exchange RateDecimalIn this field the 1 is the default. It is applicable when the multi-currency is shown for the company. The home currency unit number is equal to one unit of the currency that is specified by the field of currency code.
PossibleDecimalIn this field the 1 is the default. It is applicable when the multi-currency is shown for the company. The home currency unit number is equal to one unit of the currency that is specified by the field of currency code.

Start importing Sales receipts into QuickBooks Online using Dancing Numbers Online. This is an easy and user-friendly process that saves time and lets you import the data in bulk. For any grievances connect with the Dancing Numbers team. The team members are professionally trained to help you in resolving any problem and issues. You can do a live chat with experts or send an email at support@dancingnumbers.com or do a LIVE CHAT with them. The team is available to help you out with all your issues whenever required.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


What if I want to Change the Sales Receipt Number after Importing the Sales Receipt into QuickBooks Online using Dancing Numbers Online?

You can change the sales receipt number in your import settings easily.

Can I import the Sales Receipt Text Files into QuickBooks Online using Dancing Numbers Online?

Yes, You can import the Text, CSV, and Excel files into your QuickBooks Online using Dancing Numbers Online.

Do I have to fill all the Fields mentioned in the Table above while Importing Sales Receipts into QuickBooks Online using Dancing Numbers Online?

All the fields are important so, you have to fill all the data correctly. All the fields required information about the product or service you took the sales receipt for.

What if I got the Error Message no Matched Reference was Found for the Specified Customer?

In this case, you are required to enable the Auto Creation of List Entities (Customer or Vendor). After this, try to match the reference number for the Sales receipt number.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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